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Dimensional US Marketwide Value ETF

564 hedge funds and large institutions have $8.9B invested in Dimensional US Marketwide Value ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 172 increasing their positions, 199 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+17
Holders Change %
+3.11%
% of All Funds
8.18%
Holding in Top 10
89
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.29%
New
41
Increased
172
Reduced
199
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFP
451
Leeward Financial Partners
Washington
$278K
RWM
452
Rockwood Wealth Management
Pennsylvania
$276K +$276K +6,755 New
LIM
453
Leavell Investment Management
Alabama
$276K
MCA
454
Maryland Capital Advisors
Maryland
$275K
FMWA
455
Forvis Mazars Wealth Advisors
Missouri
$274K -$4.05K -99 -1%
HPA
456
High Probability Advisors
New York
$272K +$272K +6,646 New
CP
457
Coho Partners
Pennsylvania
$272K -$73.6K -1,800 -21%
BW
458
Bison Wealth
Georgia
$271K
ACI
459
Alpha Cubed Investments
California
$266K +$266K +6,504 New
M
460
MOTCO
Texas
$266K
WTA
461
Washington Trust Advisors
Massachusetts
$265K
OC
462
Oakworth Capital
Alabama
$262K -$237K -5,803 -48%
WW
463
Waterfront Wealth
Kansas
$261K
BOC
464
Bull Oak Capital
California
$259K -$8.88K -217 -3%
BMCM
465
Bryn Mawr Capital Management
Pennsylvania
$258K
RWM
466
RKL Wealth Management
Pennsylvania
$257K
OWM
467
Orgel Wealth Management
Wisconsin
$257K
CAG
468
Csenge Advisory Group
Florida
$256K -$205K -5,000 -44%
SPWG
469
Syntegra Private Wealth Group
Missouri
$256K -$5.03K -123 -2%
ASN
470
Advisory Services Network
Georgia
$251K +$84.1K +2,057 +50%
OPCM
471
Osborne Partners Capital Management
California
$249K +$249K +6,086 New
WAOI
472
Wealth Advisors of Iowa
Iowa
$245K
PIA
473
Perennial Investment Advisors
California
$244K
FOA
474
Five Oceans Advisors
California
$239K
NAM
475
NTV Asset Management
West Virginia
$233K